PHOE Stock Overview
Provides multi-line insurance products in Israel. More details
| Snowflake Score | |
|---|---|
| Valuation | 4/6 |
| Future Growth | 1/6 |
| Past Performance | 5/6 |
| Financial Health | 3/6 |
| Dividends | 3/6 |
My Notes
Capture your thoughts, links and company narrative
Phoenix Financial Ltd Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | ₪52.18 |
| 52 Week High | ₪53.45 |
| 52 Week Low | ₪33.32 |
| Beta | 0.52 |
| 1 Month Change | 12.12% |
| 3 Month Change | 31.93% |
| 1 Year Change | 41.10% |
| 3 Year Change | 30.00% |
| 5 Year Change | 149.31% |
| Change since IPO | 3,204.46% |
Recent News & Updates
Recent updates
Phoenix Financial's (TLV:PHOE) Shareholders Will Receive A Bigger Dividend Than Last Year
Aug 27
Most Shareholders Will Probably Agree With The Phoenix Holdings Ltd.'s (TLV:PHOE) CEO Compensation
Aug 07The Phoenix Holdings Ltd. (TLV:PHOE) Could Be Riskier Than It Looks
Aug 04The Phoenix Holdings Ltd. (TLV:PHOE) Might Not Be As Mispriced As It Looks
May 02The Phoenix Holdings Ltd.'s (TLV:PHOE) Subdued P/S Might Signal An Opportunity
Dec 29Should You Be Adding Phoenix Holdings (TLV:PHOE) To Your Watchlist Today?
Nov 02We Ran A Stock Scan For Earnings Growth And Phoenix Holdings (TLV:PHOE) Passed With Ease
Jul 22Here's Why We Think Phoenix Holdings (TLV:PHOE) Is Well Worth Watching
Apr 23Here's Why We Think Phoenix Holdings (TLV:PHOE) Is Well Worth Watching
Jan 16If You Like EPS Growth Then Check Out Phoenix Holdings (TLV:PHOE) Before It's Too Late
Oct 07The Case For The Phoenix Holdings Ltd. (TLV:PHOE): Could It Be A Nice Addition To Your Dividend Portfolio?
May 11Phoenix Holdings (TLV:PHOE) Has Gifted Shareholders With A Fantastic 225% Total Return On Their Investment
Feb 23What Kind Of Shareholders Hold The Majority In The Phoenix Holdings Ltd's (TLV:PHOE) Shares?
Jan 25
The Phoenix Holdings Ltd (TLV:PHOE) Stock Is Going Strong But Fundamentals Look Uncertain: What Lies Ahead ?
Dec 29What The Phoenix Holdings Ltd's (TLV:PHOE) 27% Share Price Gain Is Not Telling You
Dec 02Shareholder Returns
| PHOE | IL Insurance | IL Market | |
|---|---|---|---|
| 7D | -0.5% | -1.4% | -0.5% |
| 1Y | 41.1% | 53.6% | 23.0% |
Return vs Industry: PHOE underperformed the IL Insurance industry which returned 53.6% over the past year.
Return vs Market: PHOE exceeded the IL Market which returned 23% over the past year.
Price Volatility
| PHOE volatility | |
|---|---|
| PHOE Average Weekly Movement | 3.5% |
| Insurance Industry Average Movement | 4.0% |
| Market Average Movement | 4.2% |
| 10% most volatile stocks in IL Market | 8.0% |
| 10% least volatile stocks in IL Market | 3.0% |
Stable Share Price: PHOE has not had significant price volatility in the past 3 months compared to the IL market.
Volatility Over Time: PHOE's weekly volatility (3%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1949 | 4,938 | Eyal Simon | www.fnx.co.il |
Phoenix Financial Ltd provides multi-line insurance products in Israel. It operates through Life and Savings; Health Insurance; Property and Casualty Insurance; Retirement (Pension and Provident); Investment House and Wealth; Distribution (Agencies); and Credit segments. The company offers life and disability insurance; and property and casualty insurance products under the Phoenix Smart brand, which include motor vehicle and property; third-party liability, employers' liability, directors’ and officers’ liability, professional liability, product liability, personal accidents, engineering, contract works, and marine insurance products; and health insurance products, such as long-term care and critical illness, travel, sick leave, illness and hospitalization, and dental insurance.
Phoenix Financial Ltd Fundamentals Summary
| PHOE fundamental statistics | |
|---|---|
| Market cap | ₪13.06b |
| Earnings (TTM) | ₪1.77b |
| Revenue (TTM) | ₪28.06b |
7.4x
P/E Ratio0.5x
P/S RatioIs PHOE overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| PHOE income statement (TTM) | |
|---|---|
| Revenue | ₪28.06b |
| Cost of Revenue | ₪22.52b |
| Gross Profit | ₪5.54b |
| Other Expenses | ₪3.77b |
| Earnings | ₪1.77b |
Last Reported Earnings
Sep 30, 2024
Next Earnings Date
n/a
| Earnings per share (EPS) | 7.09 |
| Gross Margin | 19.75% |
| Net Profit Margin | 6.33% |
| Debt/Equity Ratio | 99.9% |
How did PHOE perform over the long term?
See historical performance and comparisonDividends
4.1%
Current Dividend Yield30%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/12/22 03:23 |
| End of Day Share Price | 2024/12/19 00:00 |
| Earnings | 2024/09/30 |
| Annual Earnings | 2023/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .
Analyst Sources
Phoenix Financial Ltd is covered by 5 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Tavy Rosner | Barclays |
| Terence Klingman | Excellence Nessuah Brokerage Services Ltd. |
| Philip Martin Kett | Jefferies LLC |